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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Prossimo Advisors LLC (swap one in):+ M Premier Partners $251M · Indian Wells, CA+ Amara Financial, LLC $250.5M · San Francisco, CA+ D'arcy Capital Management, LLC $225.6M · San Diego, CA+ Daniel Investment Associates, LLC $225.3M · Santa Barbara, CA
San Luis Obispo, CA
Campbell, CA
Temecula, CA
Assets under management$238.5M$251M$251.1M
Asset growth, last 2 years+56%+86%+71%
Advisory staff436
Individual clients2685366
Assets per client$9.2M$3M$686K
Clients per advisor72861
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720232023
Tools in their stack21–
People on Advicer.bio436

From each firm's latest Form ADV (Mar 2026, May 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolProssimo Advisors LLCSeek First Inc.Team Wealth & Tax Advisors
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Prossimo Advisors LLC: Schwab · Seek First Inc.: Schwab · Team Wealth & Tax Advisors: Schwab